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Override Project-Level Billing Rates with Company-Level Billing Rates

Last update: September 3, 2026

CREATED FOR:

  • User

You can configure a project to use company-level billing rates instead of project-level billing rates.

Access requirements

Expand to view access requirements for the functionality in this article.
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Adobe Workfront package Any
Adobe Workfront license

Standard

Plan
Access level configurations Edit access to Projects and Financial Data
Object permissions Manage permissions to the project with permissions to Edit Billing Rates and General Finance

For information, see Access requirements in Workfront documentation.

Turn on the Company-level Billing Rates override option

When a company is associated with a project and this option is turned on, changes made to the company-level billing rates override the billing rate set on the project.

When a user manually recalculates finances on the project, any changes to the company-level billing rates are applied. Historical revenue calculations are also overridden unless they are marked as billed.

  1. Go to a project.

  2. Click the More menu More menu next to the name of the project in the header, then click Edit.

  3. In the Finance section, select Allow company-level billing rates to override project-level billing rates.

    note caution
    CAUTION
    Enabling this option overrides historical revenue calculations unless they are marked as billed. You can preserve the historical revenue calculations by creating a billing record. For more information, see the article Create billing records.

  4. Click Save.

Update Company-level Billing Rates and apply them to a project

After you have enabled the company-level billing rates override option on a project, changes made to the company billing rates apply to the project any time the finances are recalculated.

NOTE
Users must have access to Companies in their access level to update company-level billing rates.

  1. Click the Main Menu icon Main Menu in the upper-left corner of Adobe Workfront, then click Setup Setup icon .

  2. Click Companies.

  3. Click the name of the company that is associated with the project for which you turned on the company-level billing rates override.

  4. Click Billing Rates in the left panel.

  5. Select the job role rate to update and click the Edit icon Edit icon .

    Update the billing rate and effective dates as needed, and click Save. For more information on date effective company billing rates, see Override job role billing rates at the company level.

  6. To update company rates for one or more projects, do one of the following:

    • Multiple projects:

      1. Go to a list of projects.
      2. Select the check boxes for the projects you want to update.
      3. Click the More menu More menu at the top of the list, then click Recalculate Finance.

    • Single project:

      1. Go to the project for which you enabled company-level billing rates override.
      2. Click the More menu More menu next to the project name in the header, then click Recalculate Finance.

      For more information on recalculating finance for one or more projects, see Recalculate project finances.

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